Ryan Hepburn

Ryan Hepburn serves as a Portfolio Manager-Equities at Clearstead Advisors, LLC in Roanoke, VA, where he is responsible for managing client portfolios with a focus on publicly traded equity securities. His role includes constructing, monitoring, and adjusting investment strategies to meet clients' objectives, drawing on extensive research and analysis of market trends within the equity sector.

Before joining Clearstead in April 2024, Ryan was a Research Analyst at Wilbanks Smith & Thomas Asset Management LLC, supporting their Multi-Cap equity investment strategies, and a Financial Analyst at Rowe Furniture, where he honed his skills in financial analysis and industry research. Across these roles, he developed a specialization in equity markets, particularly U.S. equities spanning multiple capitalizations, and has experience in furniture and transportation/trucking/railroad sectors as part of his broader industry coverage.

Ryan holds a degree in Business Administration and Management from Roanoke College and is a CFA charterholder. He is recognized for his analytical rigor, effective portfolio construction, and contributions to multi-cap equity research, positioning him as a knowledgeable advisor within institutional investment management and private wealth sectors.